Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$277,029
-$46,654 QoQ
Shares Held
760
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,512
of 1,991 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,970,505 across 11 Financial Data & Stock Exchanges names. SPGI ranks #5 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
997 | $451,561 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,392 | $417,589 | |
| 3 | MSCI |
MSCI Inc.
|
563 | $315,302 | |
| 4 | CME |
Cme Group Inc.
|
1,301 | $287,299 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
760 | $277,029 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
1,825 | $143,846 | |
| 7 | COIN |
Coinbase Global, Inc.
|
281 | $41,079 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
110 | $26,693 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,029 | 719 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $323,683 | 761 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $426,956 | 817 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $397,642 | 817 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $430,795 | 817 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $428,328 | 843 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $418,345 | 840 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $432,927 | 838 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $355,015 | 796 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $325,469 | 765 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $325,544 | 739 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $278,076 | 761 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $294,654 | 735 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $203,414 | 590 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $199 | 701 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $161,224 | 528 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $154,373 | 458 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $150,946 | 368 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $77,868 | 165 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||